We appreciate all of the contributions you have made to our patients and your fellow teammates throughout your career with Atrium Health. As you begin your journey toward retirement, we want to ensure you have the information you need to appropriately prepare for your next chapter of life.
The process of preparing for retirement is not as complex as it may seem. Consider these seven steps of retirement. It is important for you to know that all of the steps will not apply to you at the same time.
Get started early with your planning, and you will have the opportunity to prepare at your own pace.
|Step 1||Start the retirement process by: Reviewing your retirement plan benefits and determining your retirement date|
|Step 2||Consider your distribution options for your 401(k) Plan, ADVANTAGE account and Pension Plan, if applicable|
|Step 3||Request a pension distribution payment packet from Empower Retirement.
(Teammates hired before 12/31/2013 are eligible for pension benefits.)
|Step 4||Make your Pension Plan payment elections|
|Step 5||Review your life insurance, medical, dental and/or vision options|
|Step 6||Review your Flexible Spending Account (FSA) and Health Savings Account (HSA) balances, if applicable|
|Step 7||Review your Social Security and Medicare options|